vs
Brookfield Property Partners L.P.(BPYPP)与RENAISSANCERE HOLDINGS LTD(RNR)财务数据对比。点击上方公司名可切换其他公司
RENAISSANCERE HOLDINGS LTD的季度营收约是Brookfield Property Partners L.P.的1.2倍($2.2B vs $1.8B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs -2.6%,领先26.1%),Brookfield Property Partners L.P.同比增速更快(-25.6% vs -36.8%)
布鲁克菲尔德地产伙伴有限合伙企业是一家专业商业地产投资运营主体,持有写字楼、购物中心等优质物业资产,同时持有其关联方发起的其他类商业地产投资基金的有限合伙人少数权益,总部设于百慕大汉密尔顿。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商,核心业务覆盖再保险、常规保险两大板块,同时运营风险相关创新投资业务,为全球客户提供专业的风险对冲与保险解决方案。
BPYPP vs RNR — 直观对比
营收规模更大
RNR
是对方的1.2倍
$1.8B
营收增速更快
BPYPP
高出11.1%
-36.8%
净利率更高
RNR
高出26.1%
-2.6%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $2.2B |
| 净利润 | $-46.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | -2.6% | 23.5% |
| 营收同比 | -25.6% | -36.8% |
| 净利润同比 | 94.2% | 72.6% |
| 每股收益(稀释后) | — | $6.57 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
BPYPP
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $1.8B | $3.2B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | $2.4B | $2.8B |
净利润
BPYPP
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | — | $760.5M | ||
| Q3 25 | — | $916.5M | ||
| Q2 25 | $-46.0M | $835.4M | ||
| Q1 25 | — | $170.0M | ||
| Q4 24 | — | $-189.7M | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $-789.0M | $503.9M |
营业利润率
BPYPP
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | — | 46.3% | ||
| Q2 25 | — | 41.8% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | -3.6% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 25.0% |
净利率
BPYPP
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | — | 28.7% | ||
| Q2 25 | -2.6% | 26.1% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | -8.3% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | -32.6% | 17.8% |
每股收益(稀释后)
BPYPP
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | — | $19.40 | ||
| Q2 25 | — | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | — | $22.62 | ||
| Q2 24 | — | $9.41 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $1.7B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.2B | $4.3B |
| 总资产 | $98.9B | $53.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
BPYPP
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | $2.4B | $1.6B |
总债务
BPYPP
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益
BPYPP
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | — | $11.5B | ||
| Q2 25 | $40.2B | $10.8B | ||
| Q1 25 | — | $10.3B | ||
| Q4 24 | — | $10.6B | ||
| Q3 24 | — | $11.2B | ||
| Q2 24 | $48.5B | $10.2B |
总资产
BPYPP
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | — | $54.5B | ||
| Q2 25 | $98.9B | $54.7B | ||
| Q1 25 | — | $53.6B | ||
| Q4 24 | — | $50.7B | ||
| Q3 24 | — | $52.8B | ||
| Q2 24 | $132.6B | $51.6B |
负债/权益比
BPYPP
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图